Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Houston, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$3,800,000.00
# of Accounts
4,000
Avg Client Age
58
Overview

I lead an existing hybrid practice; looking to expand through acquisition in addition to our organic growth strategies. Texas based with a focus on the golden triangle. However, we are not bound by geographical restrictions when looking for the right opportunity to expand into new locations.

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